Prosperity Financial Group’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Prosperity Financial Group’s Portfolio PDP Stock Details PDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$784K	Sell	5,164 -1	-0%	-$139	0.24%	101
2026 Q1	$624K	Hold	5,165	–	–	0.23%	107
2025 Q4	$601K	Buy	5,165 +1	+0%	+$118	0.22%	108
2025 Q3	$610K	Buy	5,164 +4	+0.1%	+$450	0.22%	103
2025 Q2	$560K	Buy	5,160 +2	+0%	+$204	0.24%	99
2025 Q1	$516K	Sell	5,158 -7	-0.1%	-$756	0.26%	93
2024 Q4	$556K	Buy	5,165 +7	+0.1%	+$768	0.28%	83
2024 Q3	$533K	Hold	5,158	–	–	0.3%	84
2024 Q2	$505K	Hold	5,158	–	–	0.32%	75
2024 Q1	$510K	Buy	5,158 +1	+0%	+$91	0.31%	79
2023 Q4	$441K	Buy	5,157 +6	+0.1%	+$477	0.31%	71
2023 Q3	$397K	Hold	5,151	–	–	0.33%	70
2023 Q2	$417K	Hold	5,151	–	–	0.37%	65
2023 Q1	$391K	Sell	5,151 -12	-0.2%	-$893	0.4%	57
2022 Q4	$367K	Buy	+5,163	New	+$376K	0.4%	53

Other funds holding PDP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Prosperity Financial Group's PDP Position: Q2 2026 in Review

Prosperity Financial Group reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 0.02% in Q2 2026, selling an estimated $139 and leaving 5,164 shares worth $784K. The position accounts for 0.24% of the portfolio, ranked #101.

Prosperity Financial Group first reported a position in PDP in Q4 2022 and has held it in 15 quarters since. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

Prosperity Financial Group held 5,164 shares of Invesco Dorsey Wright Momentum ETF worth $784K as of Q2 2026.
Prosperity Financial Group sold 1 Invesco Dorsey Wright Momentum ETF share in Q2 2026, an estimated $139.
Invesco Dorsey Wright Momentum ETF made up 0.24% of Prosperity Financial Group's portfolio in Q2 2026, its #101 holding.
Prosperity Financial Group first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2022 and has held it in 15 quarters since.
223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.